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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1251
Private Asset Management
California
$592K – – –
LBC
1252
Lawrence B. Cohen
$591K +$165K +4,000 +41%
MFW
1253
Meristem Family Wealth
Minnesota
$588K +$33.1K +800 +6%
AAMU
1254
Amundi Asset Management US
Massachusetts
$583K -$100K -2,420 -15%
SJIC
1255
St. James Investment Company
Texas
$583K +$36.4K +880 +7%
MCM
1256
MAI Capital Management
Ohio
$582K -$16.7K -405 -3%
TBA
1257
Train Babcock Advisors
New York
$582K – – –
SP
1258
Sarasin & Partners
United Kingdom
$582K +$22.7K +549 +4%
ZTNA
1259
Zions Trust National Association
Utah
$579K -$8.27K -200 -1%
AB
1260
AT Bancorp
Iowa
$577K -$15K -364 -3%
DSAM
1261
Dock Street Asset Management
Florida
$577K – – –
OIM
1262
Orca Investment Management
Oregon
$566K -$16.3K -395 -3%
NI
1263
NFC Investments
Tennessee
$564K – – –
GCM
1264
Grisanti Capital Management
New York
$561K – – –
FMT
1265
First Mercantile Trust
Tennessee
$560K -$48.7K -1,179 -8%
PWM
1266
ParenteBeard Wealth Management
Pennsylvania
$551K +$17.3K +418 +3%
TC
1267
Telemus Capital
Michigan
$549K -$16.3K -395 -3%
PHAM
1268
Palisades Hudson Asset Management
Florida
$549K – – –
CCM
1269
Check Capital Management
California
$548K -$439K -10,614 -45%
AT
1270
Acadia Trust
Maine
$543K -$74K -1,790 -12%
WPC
1271
White Pine Capital
Minnesota
$543K -$4.13K -100 -0.8%
GGPS
1272
Gary Goldberg Planning Services
New York
$542K +$87.4K +2,114 +20%
LCM
1273
Logan Capital Management
Pennsylvania
$541K +$17.4K +420 +3%
I
1274
IberiaBank
Louisiana
$539K -$32.6K -789 -6%
LIA
1275
LBMC Investment Advisors
Tennessee
$536K +$4.3K +104 +0.8%
49 50
51
52 53